- Customer Service
- Administrative Work
- Elective Benefit Knowledge
- Provides service to customers by either in person, electronic, or telephone contact and responds to customer inquiries promptly.
- Provides support to sales agents as requested.
- Reports to work when scheduled and on time.
- Provides clerical support including data entry, scanning, copying, and mailing.
- Keeps detailed record of customer interactions and comments as well as the action taken.
- Prepares labels and letters weekly for status changes and new hires.
- Assembles new hire elective benefits packets; mails to employees as requested.
- Reviews paper enrollments for accuracy prior to payroll processing.
- Assists employees on a leave of absence with making premium payments for their benefits.
- Assists customers with filing claims under their elective benefits.
- Assists the COBRA administrator with enrollments and payments as needed.
- Works with enrollment platforms and carriers to resolve customer-related questions or issues.
- Performs other job-related duties and special projects as required.
- Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
- Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
- Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word.)
- Good verbal and written communication skills.
- Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner.
- Strong detail orientation including the ability to review forms for accuracy and completeness.
- High school diploma or equivalent.
- At least one year of similar or related work experience preferred.
- Must have life, accident, and health insurance licenses or willingness to obtain insurance licenses within six months.
- This position is classified sedentary/light and requires the ability to sit for long periods of time.
- Visual requirements include: ability to see detail at near range with or without correction.
- Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.
- The duties of this position are normally performed in a general office setting. This is a fast paced work environment
- There is frequent pressure to meet deadlines and handle multiple projects in a day.
- Minimal Travel
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Insurance Customer Service Representative - Chariton, United States - Midwest Heritage
1 week ago
Description
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.
Job Title: Customer Service Representative
Department: Insurance
FLSA: Non-Exempt
General Function:
The Customer Service Representative encompasses a variety of jobs that need a detailed understanding of customer needs. This position interacts with customers and provides information in response to inquiries about products and services. The CSR resolves issues in a timely and accurate manner and provides constant support in order to enhance the brand image of Midwest Heritage Insurance Services.
Core Competencies
Accountable and Reports to: Agency Administration Supervisor
Positions that Report to you: None
Primary Duties and Responsibilities:
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.
Contacts:
This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
Confidentiality:
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.
